CWIAX | HEOFX | CWIAX / HEOFX | |
Total Expense Ratio | 0.78 | 0.69 | 113% |
Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
Fund Existence | 23 years | 8 years | - |
Gain YTD | 14.959 | 15.812 | 95% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 138B | 125M | 110,400% |
Annual Yield % from dividends | 1.46 | 0.72 | 203% |
Returns for 1 year | 13.06 | 13.31 | 98% |
Returns for 3 years | 51.14 | 39.63 | 129% |
Returns for 5 years | 55.00 | 56.56 | 97% |
Returns for 10 years | 86.69 | N/A | - |